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Inspire Small/Mid Cap Impact ETF
ISMD

Overview Fund Activity

15 hedge funds and large institutions have $21.5M invested in Inspire Small/Mid Cap Impact ETF in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 1 closing their positions.

Holders
15
Holders Change
+2
Holders Change %
+15.38%
% of All Funds
0.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
6
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
II
1
Inspire Investing
Idaho
$14.1M
2
CFD
2
Creative Financial Designs
Indiana
$1.29M
3
VF
3
Virtu Financial
New York
$997K
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.12M
5
LPL Financial
5
LPL Financial
California
$286K

Top Sellers

1
IA
1
IFP Advisors
Florida
$86K
2
SWP
2
Stratos Wealth Partners
Ohio
$0
3
UBS Group
3
UBS Group
Switzerland
$2K
4
AG
4
Advisor Group
Arizona
$10K
Name Market Value Shares Shares
Change 		Shares
Change %
II
1
Inspire Investing
Idaho
$14.1M 496,644 +52,923 +12%
ACM
2
AlphaStar Capital Management
North Carolina
$1.72M 60,596 +1,182 +2%
CFD
3
Creative Financial Designs
Indiana
$1.29M 45,394 +22,431 +98%
Citadel Advisors
4
Citadel Advisors
Florida
$1.12M 39,292 +11,333 +41%
VF
5
Virtu Financial
New York
$997K 35,101 +13,016 +59%
KP
6
Keel Point
Alabama
$664K 23,384 – –
MHS
7
M Holdings Securities
Oregon
$412K 14,502 +142 +1%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$306K 11,667 – –
LPL Financial
9
LPL Financial
California
$286K 10,067 +10,067 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$229K 8,071 +8,071 New
AWM
11
AE Wealth Management
Kansas
$214K 7,538 +7,538 New
IA
12
IFP Advisors
Florida
$86K 3,031 -3,876 -56%
GRP
13
Global Retirement Partners
California
$11K 394 – –
AG
14
Advisor Group
Arizona
$10K 356 -21 -6%
UBS Group
15
UBS Group
Switzerland
$2K 65 -135 -68%
SWP
16
Stratos Wealth Partners
Ohio
– – -4,167 Closed